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Click2Mail + Salesforce

Send new Salesforce leads postcards via Click2Mail

Everyone loves to get mail, but making a trip to the post office requires time you don't have. After you set up this automation, every time you enter a new lead in Salesforce, your customized postcard is automatically sent to Click2Mail to be printed and mailed. No need for stamps or trips to the post office with this Zap!

Everyone loves to get mail, but making a trip to the post office requires time you don't have. After you set up this automation, every time you enter a new lead in Salesforce, your customized postcard is automatically sent to Click2Mail to be printed and mailed. No need for stamps or trips to the post office with this Zap!

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    Click2MailClick2Mail
    Create a Postcard

    Create a postcard.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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About Click2Mail

Click2Mail provides a printing and mailing service tool for you to add physical mail to your processes. Send everything from marketing letters to invoices, follow-up postcards, product alerts, and more.

Related categories

  • Printing
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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